Discover A Purpose For Your Wealth
At CapTrust, we create a plan based on your priorities and values. That’s why, instead of starting with dollars and cents, we start with a discussion about the real riches in your life: family, friends, faith and service to others. Knowing what’s important to you enables us to not just give valuable advice, but invaluable insights into the best strategies that help you design a life well lived.
Are the solutions you have in place comprehensive and fitting for your needs to optimize your outcomes?
- Financial Planning
- Estate Planning
- Tax Planning
- Business Transition
- Executive Services
- Asset Protection
- Philanthropic Planning & Guidance
Are you investing your resources wisely?
- Asset Allocation Strategies
- Custom Indexing
- Individual stocks & bonds
- Mutual funds & ETFs
- Alternative Investments
- Private Equity Investments
- Real Estate
- ESG, BRI, Impact
Life Guidance and Legacy Planning
What are your deepest values and highest life priorities?
- Life & Family: Exploring your mission, vision, & values
- Legacy Planning – Preparing heirs
- Family Meetings: casting the vision & executing upon it